A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 184 shares of ACWI stock, worth $22,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares
184
Previous 59 211.86%
Holding current value
$22,223
Previous $6,000 250.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$107.24 - $119.84 $13,405 - $14,980
125 Added 211.86%
184 $21,000
Q2 2024

Aug 14, 2024

BUY
$104.54 - $112.83 $3,240 - $3,497
31 Added 110.71%
59 $6,000
Q1 2024

May 15, 2024

SELL
$99.79 - $110.15 $99 - $110
-1 Reduced 3.45%
28 $3,000
Q2 2023

Aug 14, 2023

BUY
$90.5 - $96.36 $2,534 - $2,698
28 Added 2800.0%
29 $2,000
Q1 2023

May 15, 2023

SELL
$84.9 - $92.93 $143,565 - $157,144
-1,691 Reduced 99.94%
1 $0
Q4 2022

Feb 14, 2023

BUY
$77.52 - $89.8 $775 - $898
10 Added 0.59%
1,692 $143,000
Q3 2022

Nov 14, 2022

SELL
$77.83 - $92.7 $80,865 - $96,315
-1,039 Reduced 38.18%
1,682 $131,000
Q2 2022

Aug 15, 2022

BUY
$81.93 - $101.4 $222,931 - $275,909
2,721 New
2,721 $228,000

Others Institutions Holding ACWI

About ISHARES MSCI ACWI ETF


  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.